Experienced High Net Worth Client Advisor Wanted

3 days ago

Sydney, New South Wales, Australia beBeeFinancial Full time $150,000 - $180,000

We are seeking a seasoned High Net Worth Client Advisor to join our team in Sydney CBD. As a key member of our advisory group, you will be responsible for building and maintaining strong relationships with high-net-worth clients, providing tailored financial advice and services that meet their unique needs.

This is a fantastic opportunity for an experienced professional looking to leverage their skills and expertise to drive business growth and deliver exceptional results. You will have the chance to work closely with our existing team, leveraging our extensive network and referral connections to identify and pursue new business opportunities.

The ideal candidate will possess excellent communication and interpersonal skills, with a proven ability to build trust and rapport with clients at all levels. You will be highly organized and able to manage multiple priorities and deadlines effectively, while maintaining a high level of professionalism and attention to detail.

Beyond your technical skills and experience, we are looking for someone who is passionate about delivering exceptional client service and committed to ongoing professional development.

Responsibilities:

  • Build and maintain strong relationships with high-net-worth clients through regular communication and tailored advice.
  • Identify and pursue new business opportunities through our network and referral connections.
  • Work closely with our existing team to deliver exceptional client service and achieve business goals.
  • Stay up-to-date with market trends and developments to provide informed and relevant advice to clients.

Benefits:

  • A competitive salary package and bonus structure.
  • Ongoing training and development opportunities to enhance your skills and expertise.
  • The chance to work with a dynamic and supportive team in a fast-paced and rewarding environment.

About Us:

We are a leading boutique financial firm dedicated to delivering exceptional client service and achieving outstanding results. With a strong reputation for excellence and a commitment to ongoing innovation, we are well-positioned to meet the evolving needs of our clients and drive business growth in the years ahead.

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